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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$104M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$72.2M
3
Wells Fargo
Wells Fargo
California
+$69M
4
Invesco
Invesco
Georgia
+$65M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$58M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$252M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
4
Bank of America
Bank of America
North Carolina
-$74.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
601
Perpetual Ltd
Australia
$224K – – –
RIM
602
Regent Investment Management
Kentucky
$223K +$223K +3,500 New
TNBTD
603
Trustmark National Bank Trust Department
Mississippi
$222K – – –
BRWA
604
B. Riley Wealth Advisors
Florida
$222K +$222K +3,458 New
CCA
605
Checchi Capital Advisers
California
$221K -$14.1K -221 -6%
SC
606
SouthState Corp
Florida
$221K +$221K +3,472 New
SFG
607
SNS Financial Group
Minnesota
$214K +$12.3K +193 +6%
OIA
608
Optimum Investment Advisors
Illinois
$213K – – –
TAM
609
Tiverton Asset Management
Delaware
$213K +$213K +3,334 New
MBT
610
Monroe Bank & Trust
Michigan
$211K – – –
Mirae Asset Global Investments
611
Mirae Asset Global Investments
South Korea
$209K -$182K -2,851 -47%
OWD
612
Osborn Williams & Donohoe
Ohio
$209K -$3.19K -50 -2%
DAC
613
Dividend Assets Capital
South Carolina
$207K – – –
FAIM
614
Financial Advocates Investment Management
Washington
$207K +$207K +3,239 New
CSS
615
Cubist Systematic Strategies
Connecticut
$206K -$868K -13,632 -81%
JSL
616
JT Stratford LLC
Georgia
$206K -$146K -2,289 -42%
TNB
617
Thomasville National Bank
Georgia
$205K -$31.5K -493 -13%
IH
618
IFC Holdings
Florida
$205K -$14.8K -233 -7%
BTNA
619
Bremer Trust National Association
Minnesota
$203K +$16.7K +262 +9%
BP
620
Ballentine Partners
Massachusetts
$202K +$202K +3,173 New
UFG
621
United Fire Group
Iowa
$198K – – –
M
622
MOTCO
Texas
$195K +$17.9K +280 +10%
AIM
623
Arcadia Investment Management
Michigan
$190K – – –
MC
624
Muzinich & Co
New York
$176K -$46.9K -736 -21%
Lazard Asset Management
625
Lazard Asset Management
New York
$172K – – –
23 24
25
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